Appreciate Wealth

Goals 4

• How often do I need to invest in my Goals portfolio?
• Is Goals a robo-advisory product?
• Where do you invest my money in the Goals portfolio?
• What is digital gold and how can I invest in it?

Trade 15

• How are trades executed?
• How do you determine Top Picks when you recommend stocks to me?
• Do I get voting rights on my fractional holdings?
• How does fractional investing work?
• Do I get dividends on my fractional holdings?

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Change Savings 8

• How does Change Savings work?
• How much can invested round-up change really add up to?
• Where do you invest my saved change?
• Will I be forced to share my SMS?
• What is a multiplier and how can I set it?

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KYC Verification 3

• I am a minor, can I invest via Appreciate?
• What is the Appreciate KYC process?
• What is needed for Video Verification / Video KYC?

LRS 10

• What does 'US Wallet' mean?
• Do I have to upload a bank statement every time I invest?
• Which bank account statement needs to be uploaded when transferring money to increase my US Wallet?
• How are funds transferred to the US?
• Is there exchange rate risk in investing in the US?

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About Product 9

• I already have a demat account. Why/How should I switch to Appreciate?
• How much can I invest?
• Are there any risks?
• What are your fees?
• How soon can I start investing?

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Investments & Withdrawals 2

• I accidentally made a transaction, can you reverse the transaction and refund the money?
• Can I make/withdraw investments from/to any other bank account I hold?

Onboarding 7

• How do I sign up and what documents are required?
• Can I list a nominee for bank account(s) linked to the Appreciate app?
• My current correspondence address and Aadhaar address are different. What do I do?
• I already have a YES Bank savings account. Will I be asked to open a new account via Appreciate?
• How can I deactivate my account?

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Help & Support 1

• If I face any issue, do I contact Appreciate or Yes Bank?

Is Appreciate for me? 1

• I don't know much about the stock market. Can I still use Appreciate?

About Company 11

• What is Appreciate?
• Who are the people behind Appreciate?
• How is Appreciate different from other companies that offer investing?
• How is AI used at Appreciate?
• What are Appreciate's values?

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General 4

• Who can buy US stocks?
• I don’t have much money to invest. Is this for me?
• Why should I invest in the US?
• Is this a good time to invest in the US?

Distributors and IFAs 6

• What are the benefits for my clients?
• How do I benefit by partnering with Appreciate?
• How is Appreciate different?
• How do I get started?
• Who are partners with Appreciate?

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Mutual Fund - FAQ 35

• What are mutual funds?
• How can I invest in mutual funds?
• I have a minor PAN card. Am I eligible for investments in mutual funds?
• I am confused. How do I select the right mutual fund?
• What is the difference between a regular and direct mutual fund?

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VKYC Training Docs 8

• VKYC Script
• VKYC Guidelines
• SOP - Video KYC Agent
• VKYC Objection Handling
• SOP - Video KYC Operations

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